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Victory Sycamore Small Company Opportunity Cl A: (MF: SSGSX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$46.92 USD
-0.45 (-0.95%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.71 | 90 |
| 3 months | 10.24 | 61 |
| 6 months | 10.19 | 85 |
| 1 Year | 9.25 | 82 |
| 3 Year | 5.48 | 32 |
| 5 Year | 9.16 | 52 |
| 10 Year | 9.91 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 127.98 |
| Bear Market (10/07 - 2/09) | -45.60 |
| Bull Market (2/09 - 3/21) | 675.76 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | -0.78 |
| 5 Year | 6.25 |
| 10 Year | 7.70 |
| Since Inception | 10.82 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.77 | -5.79 | NA | NA |
| 2023 | 2.47 | 0.98 | -4.03 | 11.84 |
| 2022 | -4.87 | -9.64 | -3.47 | 12.22 |
| 2021 | 15.68 | 2.27 | -2.20 | 8.14 |
| 2020 | -29.53 | 13.45 | 1.77 | 28.27 |
| 2019 | 10.88 | 5.17 | 1.78 | 6.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.71 | 11.06 | -6.90 | 25.13 | 4.37 | 26.51 | -8.55 | 11.47 | 29.64 | -0.72 | 6.45 |
| % Total Return Rel to Index | -10.00 | -15.18 | 11.29 | -3.55 | -14.02 | -4.97 | -4.15 | -10.32 | 17.70 | -2.11 | -7.19 |
| % Total Return Rel to Peer | -4.31 | -5.01 | 12.61 | 5.81 | -14.61 | 1.07 | 2.22 | -4.12 | 13.69 | 4.00 | 3.77 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 | 1.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.18 | 0.13 | 0.04 | 0.16 | 0.20 | 0.10 | 0.20 | 0.11 | 0.04 | 0.00 |
| % Yield | 0.00 | 0.34 | 0.25 | 0.07 | 0.32 | 0.40 | 0.23 | 0.39 | 0.24 | 0.11 | 0.00 |
| Capital Gains ($) | 0.00 | 2.85 | 2.46 | 6.42 | 0.15 | 2.08 | 5.09 | 2.24 | 1.94 | 3.37 | 3.63 |
| Expense Ratio | 0.00 | 1.27 | 1.25 | 1.24 | 1.26 | 1.25 | 1.22 | 1.23 | 1.26 | 1.30 | 1.31 |
* 1 = Top 20%, 5 = Bottom 20%